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Elmind Capital, LP

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13F filer, CIK 2052213, NEW YORK, NY

Elmind Capital, LP reported $398,034,838 across 35 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 66.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013594-26-000910

Period
2026-06-30
Reported value
$398M
Holdings
35
Top 10 weight
66.6%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RLAYadded+928,333$17.4M
LEGNnew+570,569$16.5M
VRDNadded+450,000$8.27M
PCVXadded+135,840$7.9M
SMMTnew+493,820$7.19M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KALVexited-1,021,300-$20.6M
CGONexited-291,800-$19.7M
TYRAreduced-330,000-$10.5M
MBXreduced-120,000-$6.62M
BCRXreduced-480,000-$4.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001013594-26-000910, largest first. % of portfolio is the value over $398,034,838, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,170,740 shares; 2026Q1: 1,170,740 shares; 2026Q2: 1,170,740 shares 1,170,740$45.3M11.38%0Timeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,855,000 shares; 2026Q1: 1,855,000 shares; 2026Q2: 1,855,000 shares 1,855,000$40.6M10.19%0Timeline
CLDXCELLDEX THERAPEUTICS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 865,000 shares; 2026Q1: 865,000 shares; 2026Q2: 990,000 shares 990,000$36.8M9.25%+125,000Timeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 536,946 shares; 2026Q1: 536,946 shares; 2026Q2: 1,465,279 shares 1,465,279$27.4M6.89%+928,333Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 291,500 shares; 2026Q1: 316,500 shares; 2026Q2: 452,340 shares 452,340$26.3M6.61%+135,840Timeline
VERAVERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 482,500 shares; 2026Q1: 482,500 shares; 2026Q2: 436,518 shares 436,518$18.7M4.71%-45,982Timeline
PHVSPHARVARIS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 475,750 shares; 2026Q1: 475,750 shares; 2026Q2: 525,750 shares 525,750$18.2M4.57%+50,000Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 858,631 shares; 2026Q1: 534,931 shares; 2026Q2: 984,931 shares 984,931$18.1M4.55%+450,000Timeline
CTMXCYTOMX THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 700,000 shares; 2026Q1: 4,550,000 shares; 2026Q2: 4,550,000 shares 4,550,000$17.1M4.29%0Timeline
TVTXTRAVERE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 110,000 shares; 2026Q1: 177,600 shares; 2026Q2: 292,600 shares 292,600$16.6M4.18%+115,000Timeline
LEGNLEGEND BIOTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 570,569 shares 570,569$16.5M4.14%newTimeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 476,338 shares; 2026Q1: 476,338 shares; 2026Q2: 476,338 shares 476,338$16.3M4.11%0Timeline
CGEMCULLINAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 310,000 shares; 2026Q1: 530,000 shares; 2026Q2: 690,000 shares 690,000$12.6M3.16%+160,000Timeline
NRIXNURIX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 460,000 shares; 2026Q1: 460,000 shares; 2026Q2: 460,000 shares 460,000$11.2M2.8%0Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000$8.18M2.05%0Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000$8.13M2.04%0Timeline
SMMTSUMMIT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 493,820 shares 493,820$7.19M1.81%newTimeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,000 shares 65,000$6.93M1.74%newTimeline
BCRXBIOCRYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,150,000 shares; 2026Q1: 1,000,000 shares; 2026Q2: 520,000 shares 520,000$5.2M1.31%-480,000Timeline
MBXMBX BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 211,000 shares; 2026Q1: 211,000 shares; 2026Q2: 91,000 shares 91,000$5.02M1.26%-120,000Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 38,000 shares; 2026Q1: 38,000 shares; 2026Q2: 38,000 shares 38,000$4.66M1.17%0Timeline
URGNUROGEN PHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 100,000 shares; 2026Q1: 220,000 shares; 2026Q2: 120,000 shares 120,000$4.42M1.11%-100,000Timeline
DBVTDBV TECHNOLOGIES S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 265,000 shares; 2026Q2: 265,000 shares 265,000$4.35M1.09%0Timeline
ALMSALUMIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 130,000 shares; 2026Q2: 130,000 shares 130,000$3.66M0.92%0Timeline
SUPNSUPERNUS PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 70,000 shares 70,000$3.26M0.82%+50,000Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 82,000 shares; 2026Q1: 47,000 shares; 2026Q2: 47,000 shares 47,000$2.69M0.68%0Timeline
IMCRIMMUNOCORE HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 58,248 shares; 2026Q1: 58,248 shares; 2026Q2: 81,143 shares 81,143$2.58M0.65%+22,895Timeline
AMLXAMYLYX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 112,000 shares; 2026Q1: 112,000 shares; 2026Q2: 112,000 shares 112,000$2.01M0.51%0Timeline
ALECALECTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 900,000 shares; 2026Q1: 900,000 shares; 2026Q2: 900,000 shares 900,000$1.81M0.45%0Timeline
SEPNSEPTERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,444 shares 49,444$1.66M0.42%newTimeline
DSGNDESIGN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 207,900 shares; 2026Q1: 207,900 shares; 2026Q2: 107,900 shares 107,900$1.56M0.39%-100,000Timeline
STROSUTRO BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,037 shares 32,037$1.06M0.27%newTimeline
WVEWAVE LIFE SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 447,846 shares; 2026Q1: 177,846 shares; 2026Q2: 177,846 shares 177,846$1.03M0.26%0Timeline
TYRATYRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 350,000 shares; 2026Q1: 350,000 shares; 2026Q2: 20,000 shares 20,000$639K0.16%-330,000Timeline
ENGNENGENE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210,000 shares 210,000$363K0.09%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KALVKALVISTA PHARMACEUTICALS INC1,021,300$20.6Mshares
CGONCG ONCOLOGY INC291,800$19.7Mshares
APLSAPELLIS PHARMACEUTICALS INC50,000$2.01Mshares
ENGNENGENE HOLDINGS INC210,000$1.43Mshares
EWTXEDGEWISE THERAPEUTICS INC10,000$315Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001013594-26-000910 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001013594-26-000910 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001013594-26-000602 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001013594-26-000245 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set